See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,698 | $109,881-32.0% | $150,045-50.2% | $84,808-11.9% |
| Participation rate | 78.6% | 76.1%+2.5pp | 82.3%-3.8pp | 68.3%+10.3pp |
| Annual return | 32.01% | 28.25%+3.8pp | 62.55%-30.5pp | 40.90%-8.9pp |
| Employer contribution / active EE | $6,141 | $3,561+72.4% | $4,693+30.8% | $2,631+133.4% |
| Participant deferral / active EE | $10,335 | $6,636+55.7% | $7,997+29.2% | $4,212+145.4% |
| Admin fee / account holder | $5,737 | $8,568-33.0% | $13,435-57.3% | $7,344-21.9% |